+394.0%
CAH vs INFY
-44.9%
+438.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.8% |
| 7D | -5.1% | -5.4% | +0.3% | -4.6% |
| 30D | +0.2% | -9.9% | +10.0% | +1.1% |
| 3M | +6.3% | -4.6% | +10.9% | +6.6% |
| 6M | +9.4% | -18.5% | +27.9% | +11.2% |
| YTD | +15.0% | -36.5% | +51.5% | +19.5% |
| 1Y | +55.4% | -32.8% | +88.2% | +60.6% |
| 3Y | +173.8% | -32.2% | +206.0% | +181.5% |
| All | +394.0% | -44.9% | +438.9% | +407.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INFY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling